About Us

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Who We Are

AFEC Instructors

Our Mission

The Adult Financial Education Council (AFEC) is a not for profit financial wellness program that offers adult financial education workshops throughout the country. AFEC works with small businesses, churches, civic organizations, libraries and colleges to help members of their communities take control of their finances by providing highly informative, unbiased adult financial education workshops.

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Our Mission

AFEC Instructors

Our Mission

A 2012 SEC “Financial Literacy Study” mandated by the Dodd-Frank Wall Street Reform and Consumer Protection Act concluded, overwhelmingly, that American investors lack essential knowledge of the most rudimentary financial concepts. The study went on to say, inadequate investor literacy may have serious implications for the ability of broad segments of the population to retire comfortably. They found this to be particularly troubling given we are in an age dominated by defined-contribution retirement plans such as 401-k’s. As a result, the study concluded greater investor education was essential.

   

The Adult Financial Education Council (AFEC), is committed to the mission of improving the financial literacy of all Americans who are approaching retirement. Our proprietary courses are designed to address the financial issues that are at the forefront of Baby-Boomers minds. Amongst other things, our courses will teach you the importance of an effective and tax efficient integration of your various retirement income sources, how to leverage Social Security to minimize the erosive effects longevity, inflation and taxes have on your retirement capital, the keys to avoiding the excessive surcharges found throughout the Medicare system and the common planning missteps that prevent the majority of Americans from achieving their retirement savings goals. These courses provide students with the fundamental financial planning knowledge they need to make smart decisions about their financial future.

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AFEC Instructors

AFEC Instructors

AFEC Instructors

  All AFEC instructors have achieved the Certified in Social Security Claiming Strategies (CSSCS) designation and, as a result, are uniquely qualified in the science of comprehensive retirement income planning. In addition, our instructors have gone through extensive training with our AFEC leadership team and possess the knowledge, skill and experience required to present the complex course concepts and materials in an effective and retainable way. AFEC instructors are committed to our mission of improving the financial literacy of all Americans approaching retirement. Our students walk away with a high quality financial education, a stronger understanding of their finances, and the skills needed to make better financial decisions about their future and the role various planning strategies play in building and managing more fortified retirement income plans.